Orion Investment Company’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Buy	+575	New	+$223K	0.08%	69
2025 Q1	–	Sell	-575	Closed	-$209K	–	69
2024 Q4	$209K	Hold	575	–	–	0.08%	65
2024 Q3	$225K	Buy	+575	New	+$225K	0.09%	64